Case Study: Planners.live strengthens client relationships and streamlines project management with InStream

Planners.live - Customer Case Study

Planners.live, an event planning company with 21 years’ experience, needed to strengthen client relationships and streamline communication and project workflows that are critical in the events industry. To meet these challenges they adopted the InStream CRM system to centralize communications, manage leads and support sales and project processes.

InStream delivered mailbox integration, calendar syncing, content sharing, communication monitoring and intuitive process management so the Planners.live team can monitor interactions and respond promptly to customer needs. According to Planners.live leadership, InStream’s solution “works 100%” for their needs, improving responsiveness and effectively supporting customer acquisition, relationship building and project realization.

Planners.live

Witold Jańczyński

CEO